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Trask Adam Roland’s CareTrust REIT CTRE Stock Holding History

Trask Adam Roland’s Portfolio CTRE Stock Details CTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55K Buy
+1,500
New +$57.6K 0.05% 102

Other funds holding CTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Trask Adam Roland's CTRE Position: Q1 2026 in Review

Trask Adam Roland opened a new position in CareTrust REIT (CTRE) in Q1 2026: 1,500 shares worth $55K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

491 funds tracked by Wall St. Rank hold CTRE as of Q1 2026.

  • Trask Adam Roland held 1,500 shares of CareTrust REIT worth $55K as of Q1 2026.
  • CareTrust REIT was a new Trask Adam Roland position in Q1 2026.
  • CareTrust REIT made up 0.05% of Trask Adam Roland's portfolio in Q1 2026, its #102 holding.
  • 491 funds tracked by Wall St. Rank held CareTrust REIT as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.